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529 QuickView ®: Your one-stop resource for easy 529 account management. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView ® . No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed.
You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn …
Aug 15, 2019 · For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Invesco Distributors, Inc. is the distributor of CollegeBound 529.
Sep 12, 2019 · For more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108.
529 QuickView ®, 529quickview.com ... SSGA Upromise 529 Plan, login to 529quickview.com and complete the enrollment form with information from the client.If this is a new accountwith an existing clientsome informationwill be pre-filled;fill in and complete updated enrollment form.
CollegeChoice 529’s Portfolios invest in: (i) mutual funds; (ii) a stable value account held in trust by the Authority at Vanguard; and/or (iii) an FDIC-insured omnibus savings account held in trust by the Authority at NexBank. Except for the Savings Portfolio, investments in …
For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837). This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider them carefully before investing.
Why choose New York's 529 Advisor-Guided College Savings Program for your clients? A flexible, tax-advantaged way to save No matter what your clients' needs or financial situation, the Advisor-Guided Plan offers a range of federal and state tax savings, estate planning and many other features that can make saving for college a more reachable goal for your clients.